MinichMacGregor Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 192 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MinichMacGregor Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,095
-100.0%
54
-100.0%
0.00%
-100.0%
Q4 2021$11,515,000
+8.9%
137,086
+0.2%
3.50%
-1.5%
Q3 2021$10,574,000
-0.6%
136,778
-0.2%
3.56%
-4.5%
Q2 2021$10,635,000
+6.8%
137,029
+3.0%
3.73%
+0.2%
Q1 2021$9,958,000
+8.3%
133,081
+2.0%
3.72%
-0.7%
Q4 2020$9,195,000
+16.3%
130,427
+312.4%
3.75%
+0.4%
Q3 2020$7,906,000
+96.7%
31,626
+72.3%
3.73%
+67.7%
Q2 2020$4,020,000
-49.3%
18,355
-47.2%
2.22%
-49.7%
Q4 2019$7,936,000
+8.5%
34,772
+3.4%
4.42%
-10.7%
Q3 2019$7,313,000
+0.3%
33,640
+1.3%
4.95%
-2.9%
Q2 2019$7,289,000
+6.7%
33,204
+0.4%
5.09%
-0.7%
Q1 2019$6,829,000
+0.8%
33,057
+3.0%
5.13%
+14.8%
Q3 2018$6,775,000
+19.2%
32,084
+9.5%
4.47%
+10.4%
Q2 2018$5,684,000
+10.5%
29,289
+3.8%
4.05%
+1.0%
Q1 2018$5,143,000
+1.0%
28,209
-0.7%
4.01%
+0.7%
Q4 2017$5,093,000
+12.8%
28,417
+3.2%
3.98%
+6.2%
Q3 2017$4,517,000
+5.7%
27,536
+5.8%
3.75%
+1.1%
Q2 2017$4,272,000
+6.7%
26,036
+4.6%
3.71%
+2.8%
Q1 2017$4,004,000
+8.4%
24,881
+1.7%
3.61%
+4.3%
Q4 2016$3,694,000
+14.6%
24,464
+11.7%
3.46%
+14.3%
Q3 2016$3,222,000
+12.9%
21,905
+10.0%
3.02%
+12.2%
Q2 2016$2,855,000
-1.1%
19,912
+0.6%
2.70%
-3.3%
Q1 2016$2,886,000
+114.4%
19,794
+112.0%
2.79%
+122.2%
Q4 2015$1,346,0009,3351.25%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders